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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLV icon
351
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$245K 0.02%
3,354
CACI icon
352
CACI
CACI
$11.6B
$245K 0.02%
451
+10
BR icon
353
Broadridge
BR
$16.8B
$244K 0.02%
1,500
SCHV
354
DELISTED
Schwab US Large-Cap Value ETF
SCHV
$240K 0.02%
7,878
-190
SCHY icon
355
Schwab International Dividend Equity ETF
SCHY
$2.31B
$240K 0.02%
7,568
+4,714
HEI icon
356
HEICO Corp
HEI
$47.4B
$239K 0.02%
872
MNST icon
357
Monster Beverage
MNST
$90B
$238K 0.02%
3,285
-167
MFC icon
358
Manulife Financial
MFC
$66.3B
$238K 0.02%
6,900
-100
IWN icon
359
iShares Russell 2000 Value ETF
IWN
$14.1B
$235K 0.02%
1,237
+1
VMC icon
360
Vulcan Materials
VMC
$36.4B
$232K 0.02%
851
TER icon
361
Teradyne
TER
$59.7B
$232K 0.02%
782
SECT icon
362
Main Sector Rotation ETF
SECT
$2.72B
$231K 0.02%
3,832
-425
VIGI icon
363
Vanguard International Dividend Appreciation ETF
VIGI
$8.8B
$229K 0.02%
2,592
+151
HPE icon
364
Hewlett Packard
HPE
$62B
$227K 0.02%
9,550
MMM icon
365
3M
MMM
$82.4B
$227K 0.02%
1,560
-194
ITOT icon
366
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$226K 0.02%
1,587
+475
WTRG icon
367
Essential Utilities
WTRG
$10.5B
$226K 0.02%
5,602
+35
XAR icon
368
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.38B
$224K 0.02%
883
+1
IWM icon
369
iShares Russell 2000 ETF
IWM
$80.2B
$223K 0.02%
900
FDVV icon
370
Fidelity High Dividend ETF
FDVV
$9.72B
$219K 0.02%
3,969
+15
BJ icon
371
BJs Wholesale Club
BJ
$11.6B
$217K 0.02%
2,201
+14
HON icon
372
Honeywell
HON
$139B
$216K 0.02%
954
-108
MOO icon
373
VanEck Agribusiness ETF
MOO
$920M
$215K 0.02%
2,546
RIO icon
374
Rio Tinto
RIO
$169B
$215K 0.02%
2,301
-50
MLM icon
375
Martin Marietta Materials
MLM
$34B
$212K 0.02%
360
-75
13 14
15
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